Select - $RecordType, there are 4 field names under it. Select --> $RecordType.Name (Type - "Text)". use the actual record name value in the validation rule. Hope the above explanation and the reason for using record type name in such cases is clear to you.
Full Answer
What is a Validation rule in Salesforce?
Written By... Lucy Mazalon Lucy heads up Operations at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020. Validation Rules in Salesforce verify that the data entered by a user meets certain criteria before the user can save the record.
How to validate a record type using a filtered lookup?
1 You can do this in two ways. Use a filtered lookup if there are additional criteria on the (base) record that you would like to base the validation on. Use the record type name/Id of the record being looked up (using relationships like Customer__r.RecordTypeId)
Is there an IF statement in a Validation rule?
A validation rule will give an error if the formula is true so I dont think you will need the if statment in there. If you do try this instead Personally think it was due to the DevName VS name that you were using also might want to try single quotes and null can not be returned. The explaination for the if statement is below: Hope this helps!
Why do we need a Validation rule for picklist values?
The reason for this is, when someone changes the record type of account, then the picklist has different values that are allowed for that record type, however we need a validation rule, because the user can save with an invalid value otherwise. I have written the following, however nothing happens:
How do I add a record type in validation rule in Salesforce?
0:423:05Create a Validation Rule Based on Record Type | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe go to opportunities go to the validation rules section and click the new button.MoreWe go to opportunities go to the validation rules section and click the new button.
How do I find record type in Salesforce?
Click the gear icon.Click Setup.Click Object Manager.Select the object of your choosing.Click Record Types.Click the Record Type name and inspect the URL to get the ID.
How do I check validation rules in Salesforce?
Before creating validation rules, review the Validation Rule Considerations.From the management settings for the relevant object, go to Validation Rules.In the Validation Rules related list, click New. ... Enter the properties of your validation rule.To check your formula for errors, click Check Syntax.
How do you check picklist value in validation rule?
Use Picklist Fields in Formulas ISPICKVAL() and CASE() are useful for creating validation rules that check whether a certain picklist value is selected. For example, say you want users to enter a reason when they change a case's Status picklist value to Escalated.
What is Salesforce record type?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How do I find the record type ID without SOQL?
To get record type id without SOQL you could use following code : Id RecordTypeId = Schema. SObjectType. YOUROBJECT.
Can we compare the record values using validation rules?
You can compare values across different fields using a record validation rule. For example, a record with two date fields might require that values of one field always precede values of the other field (e.g., StartDate is before EndDate).
How many types of validation rules are there in Salesforce?
There are five types of Rules in salesforce and the priority of each rule is according to their order.
How do I validate data in Salesforce?
Creating a Validation RuleFrom Setup, go to Object Manager and click Account.In the left sidebar, click Validation Rules.Click New.Enter the following properties for your validation rule: ... Error Message: Account number must be 8 characters long.To check your formula for errors, click Check Syntax.More items...
How do I check if a picklist field is empty in Salesforce validation rule?
For Picklist field, we can use TEXT() function before ISBLANK(), example: ISBLANK( TEXT(Ini_Picklist__c) ) or ISPICKVAL(Ini_Picklist__c, "").
How do I make a field required in validation rule Salesforce?
Validation rule requirementClick on Setup.Go to Quick Find and enter Object.Choose the object.Under the Validation Rules section, click on New.Enter a Rule Name.Enter an Error Condition Formula, you can use ISBLANK or ISNULL to check that the field is not empty.Enter an Error Message.Select an Error Location.More items...
What is Priorvalue in Salesforce?
The PRIORVALUE function gets the previous value of a field that is the same value if the record is being created, or the real previous value if the record is being updated.
When Should I Use Validation Rules?
Use Validation Rules to maintain user input data, or system modified records.
Sales Cloud Validation Rules
Sales reps aren’t the greatest fans of data input. To keep your Salesforce data quality on track, use Validation Rules to guide users while working with Sales Cloud objects.
Service Cloud Validation Rules
Service agents have enough to juggle while assisting customers on the phone, email, chat, or the many other channels they are expected to monitor.
Top Tips for Working with Salesforce Validation Rules
Ideally, admins should prepare/design automation/integrate systems respecting active Validation Rules. However, having a way to toggle which users should bypass Validation Rules is very useful.
Summary
This guide has covered when to use Validation Rules, how to create them, and 14 Validation Rule examples that are ready for you to implement in your org.
